Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,864 | $101,591-51.9% | $147,096-66.8% | $74,429-34.3% |
| Participation rate | 64.1% | 75.5%-11.4pp | 82.2%-18.1pp | 67.2%-3.1pp |
| Annual return | 21.14% | 8746.45%-8725.3pp | 419.75%-398.6pp | 1368.38%-1347.2pp |
| Employer contribution / active EE | $1,338 | $3,813-64.9% | $4,936-72.9% | $2,625-49.0% |
| Participant deferral / active EE | $2,524 | $7,302-65.4% | $8,071-68.7% | $4,348-42.0% |
| Admin fee / account holder | $3,338 | $1,750+90.7% | $13,005-74.3% | $1,944+71.7% |